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Three Approaches to Investment Consulting
What “wealth management” means and what it doesn’t.
By Anthony Glomski
The Personal CFO
The term “wealth management” comes up time and time again as you seek advice about helping your clients with their financial challenges and opportunities.
MORE: The Role of the Personal CFO | Three Components of Collaborative Wealth Management | Cashing Out: Your Business Clients’ Five Big Issues
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People throughout the financial services industry like to call themselves “wealth managers” or “wealth advisors,” but research shows that only about 1 in 16 financial professionals really provide collaborative wealth management. This type of client relationship includes not only investment consulting, but all aspects of advanced planning and relationship management. Mostly they focus on investment management services that everyone else provides. In most cases, standard investment management services are not enough to make a meaningful difference in your client’s total financial picture. But your role as your clients’ personal CFO does make a huge impact.
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